Goldshield Share Discussion Threads

[suehelen] 18/6/2003 09:36

Another 25000 MM buy.

[suehelen] 18/6/2003 09:32

Tick up due very soon.

[jtcod] 18/6/2003 09:30

I have bought 4 times more this morning.
JT

[suehelen] 18/6/2003 09:16

MM's snapping up quite a bit of stock.

[suehelen] 18/6/2003 09:14

Nice buying going on this morning.

[suehelen] 18/6/2003 09:08

Gone long at 1.70, nice bounce back up to around 1.90 should be possible.

[sreed] 18/6/2003 09:06

PE OF 3 OR 4, LOOKS TASTY TO ME....

[cheekylad36] 18/6/2003 08:56

SELL SELL DIVIDEND THREAT

[sreed] 18/6/2003 08:55

BUYERS POURING IN, LAST CHANCE AT 170P, 190P ON THE BOARD NOW WITH ONE MM

[dan de lion] 18/6/2003 08:40

Almost the same as the one they put out in March!

[dennisbergkamp] 18/6/2003 07:30

What do you think to the trading update today?

D.

[dan de lion] 17/6/2003 22:14

JT :-
Are you still in sgc?

[jtcod] 17/6/2003 19:02

RNW/GBR/
RNS Number:4143M
Goldshield Group PLC
17 June 2003

Goldshield Group PLC ("The Company")

Notification of Major Interests in Shares

The Company received a notification today from the Mineworkers' Pension Scheme,
informing it that as at 12 June 2003, they had a notifiable interest in
1,110,410 shares representing 3.01% of the Company's issued ordinary share
capital.


17 June, 2003


This information is provided by RNS
The company news service from the London Stock Exchange
END
JT

[dan de lion] 17/6/2003 17:01

Looks like we are getting some pre-results buying!

[njp] 23/5/2003 15:37

JTC

Fully agree with you!

[jtcod] 23/5/2003 10:57

Bought yesterday and today. Average price 193p.

Would be very surprized if Normalised EPS were less than 35p for 3/2003.

I think EPS will be nearer 40p for 3/2003 and EPS 50p for 3/2004.

If they were to lose the legal case, I cannot imagine an award of more than £5m and would expect nearer £3m (peanuts). That's if there is a case to answer. They may still be successful in their defence.

My Current price target is 500p. Despite the rise, they still look way oversold and a cracking mid to long term investment.
As always all IMHO and DYOR
Regards
JT

[qazwsx123] 21/4/2003 11:24

If you are interested in biotechs, you may be interested in the expected news from Alizyme (AZM) as follows:

1) May 2003: PIIb results for Renzapride treating c-IBS (514 patients).
2) Mid 2003: first licensing deal for Colal-Pred.
3) Oct 2003: PIIb results for Renzapride treating m-IBS (170 patients).
4) Oct 2003: PIIb results for ATL-962 treating obesity (340 patients).
5) H2 2003: PIIa results for ATL-104 treating mucositis.
6) Q4 2003: further pharmacokinetic/dynamic results for Renzapride (48 patients in USA).
------------------------------------------------------------------------------
7) 2004: licensing deals for Renzapride treating c-IBS & m-IBS.
8) 2004: licensing deal for ATL-962 treating obesity.
9) H2 2004: PIII results for Colal-Pred (active disease and remission trials).
------------------------------------------------------------------------------
10) H1 2005: Colal-Pred on market.

Sales of Colal-Pred treating active ulcerative colitis should exceed £100m pa, as should sales for maintaining remission; generating revenues of approximately £30 million pa for the Company (i.e. 15% royalties on annual sales of approximately £200 million) (Investor's Chronicle suggested 30% royalties, but that may be on the high side).

Sales of Renzapride, ATL-962 and ATL-104, should generate much higher revenues for Alizyme.

Brett Pollard of analysts Seymour Pierce estimates the licensing deals anticipated for Colal-Pred, Renzapride and ATL-962, during 2003/04, could bring in £50 million cash.

[pugugly] 12/3/2003 16:23

Must imo have bought off an institution (they may have said we want to get rid of these - if we dump your price will be ruined -)

[gelp] 12/3/2003 08:35

Good news!Boss Ajit Patel bought 500000 11/03/03 at 105, just above float price, shows confidence but how did he get 105?

[pugugly] 11/3/2003 14:53

NJP Thanks for that - Re consensus Ex Goldshield web site consensus given as 44.5p but no reference to this by the Company, However nowhere have I seen company guidence - Unless by giving a profit warnign they are in effect saying that the analysts forecasts can no longer be met - Agreed unwise to be long. Particulary with legal action possibly pending against the company.

[njp] 10/3/2003 17:57

Pug

Analyst concensus eps is 47.5p according to FT. Sounds a bit over optimistic to me and probably hasn't been downgraded. The company talked about 'continuing the trend' when reporting H1, which came to 22p eps pre goodwil amortisation, I believe. Does seem like worst case 30p plus ought to be achievable. Antigen going bust is a pain, but they can source elsewhere at extra cost. This extra cost was around £1m in H1 I believe.

I suspect that all the doom and gloom is well overdone but it takes bravery to long GSD at the moment.

[otemple] 10/3/2003 14:23

Hello

Sorry to be a pain but i was wondering if you could help me by filling in my dissertation questionnaire researching investors opionions towards share options, specifically the issue of expensing them.

It is only short and will take approx. 3 minutes to complete.

You can access the dissertation online at:

Many thanks in advance to anyone who helps me with this.

Owen Temple